David Lucey
@luceydav.bsky.social
Finance, Education, Urbanism, real estate & Tax data explorations. Came late to data, but all in now.
I guess our point of difference is that I wouldn’t be as confident that a small regional water utility would necessarily come out ahead of a sophisticated larger utility, even with shareholder returns and executive comp, though I would acknowledge greater alignment and would be open to persuasion.
November 25, 2025 at 8:32 PM
I guess our point of difference is that I wouldn’t be as confident that a small regional water utility would necessarily come out ahead of a sophisticated larger utility, even with shareholder returns and executive comp, though I would acknowledge greater alignment and would be open to persuasion.
It seems like we are asking for them to make investments. Part of the bargain is they can recover. I think the avg Aquarion customer is paying $~540 vs $810 at NWA. $64m for 236k customers would be about $~271 each, which I assume would spread out over a few years. It still might be less.
November 25, 2025 at 7:36 PM
It seems like we are asking for them to make investments. Part of the bargain is they can recover. I think the avg Aquarion customer is paying $~540 vs $810 at NWA. $64m for 236k customers would be about $~271 each, which I assume would spread out over a few years. It still might be less.
Without denying the need for reform, it seems like rolling out a 100 page bill of such consequence on the morning before debate and voting is not a great way to create stable legislation. I realize both sides have gotten in the habit of this kind of thing, but I wish it would stop.
November 24, 2025 at 4:44 PM
Without denying the need for reform, it seems like rolling out a 100 page bill of such consequence on the morning before debate and voting is not a great way to create stable legislation. I realize both sides have gotten in the habit of this kind of thing, but I wish it would stop.
College educated unemployment also has a longer term cycle, which has topped out quite a bit higher than now. awealthofcommonsense.com/2025/11/are-...
November 23, 2025 at 5:08 PM
College educated unemployment also has a longer term cycle, which has topped out quite a bit higher than now. awealthofcommonsense.com/2025/11/are-...
Bribery scandal aside, OH rates are 15-17 kWh pre public benefits vs ct 24-28. They get a B+ for its regulation in the recent R Street Study while CT gets a C+.
November 20, 2025 at 12:46 PM
Bribery scandal aside, OH rates are 15-17 kWh pre public benefits vs ct 24-28. They get a B+ for its regulation in the recent R Street Study while CT gets a C+.
It seems like RWA were allowed to raise rates to recover, and Aquarion wasn’t. You guys are tough on Eversource, they rate top utility every year by Just Capital, especially for community and environment. I hope we don’t regret one day driving out a good operator. justcapital.com/companies/ev...
Eversource Energy - JUST Capital
Eversource Energy is a public utility holding company. It primarily delivers energy through its wholly-owned electric and gas regulated utilities serving markets in New England.
justcapital.com
November 20, 2025 at 2:18 AM
It seems like RWA were allowed to raise rates to recover, and Aquarion wasn’t. You guys are tough on Eversource, they rate top utility every year by Just Capital, especially for community and environment. I hope we don’t regret one day driving out a good operator. justcapital.com/companies/ev...
Worth googling what Chi-Chi’s actually connotes in Mexico
August 20, 2025 at 10:15 PM
Worth googling what Chi-Chi’s actually connotes in Mexico
It often doesn’t make sense to pay and maintain a news source I will use infrequently. I keep hoping for a Spotify like service which I can pay even a significant amount like $50-100 mo to buy a bundle of articles on most sources.
July 9, 2025 at 8:55 PM
It often doesn’t make sense to pay and maintain a news source I will use infrequently. I keep hoping for a Spotify like service which I can pay even a significant amount like $50-100 mo to buy a bundle of articles on most sources.
In my CT suburb, travel is 55 mins to NYC at and 75 off peak for 35 mi, athough hourly even on weekends. Alon Levy has suggested the trains might do that all the way from New Haven for not much $. pedestrianobservations.com/2025/05/05/t...
The Northeast Corridor Report is Out
Here is the link. If people have questions, please post them in comments and I’ll address; see also Bluesky thread (and Mastodon but there are no questions there yet). Especial thanks go to e…
pedestrianobservations.com
June 29, 2025 at 10:56 AM
In my CT suburb, travel is 55 mins to NYC at and 75 off peak for 35 mi, athough hourly even on weekends. Alon Levy has suggested the trains might do that all the way from New Haven for not much $. pedestrianobservations.com/2025/05/05/t...
I have done a bunch of translating my R code to Python, and noticed recurring problems because the LLM didn’t know polars. I solved this in vscode by a list of instructions of what to do and not to do in my copilot-instructions.md, which are then auto fed into my context with the rest of my prompt.
June 26, 2025 at 11:33 AM
I have done a bunch of translating my R code to Python, and noticed recurring problems because the LLM didn’t know polars. I solved this in vscode by a list of instructions of what to do and not to do in my copilot-instructions.md, which are then auto fed into my context with the rest of my prompt.
Liquidity seems to be winning out over quality of governance for now
June 21, 2025 at 1:13 PM
Liquidity seems to be winning out over quality of governance for now
Mortgage lock in effect?
June 17, 2025 at 5:53 PM
Mortgage lock in effect?
I really wish Alon’s ideas would get a thorough public vetting, if they are right we could have 45 or 52 min service from NH-GCT and 2 hour NYC-BOS for competent to timetable, better maintenance and global best practice, we are really shooting ourselves in the foot. transitcosts.com/north-east-c...
North East Corridor Report
How to Build High-Speed Rail on the Northeast Corridor
We have most recently updated this report on 04/29/2025. Go to the PDF version (coming soon)
Overview Our proposal’s goal is to establish a h...
transitcosts.com
May 25, 2025 at 1:28 PM
I really wish Alon’s ideas would get a thorough public vetting, if they are right we could have 45 or 52 min service from NH-GCT and 2 hour NYC-BOS for competent to timetable, better maintenance and global best practice, we are really shooting ourselves in the foot. transitcosts.com/north-east-c...
Judging by how many ad spots are unpaid “moment of zen”, I’m hoping Joe Kernan’s MAGA apologist days on Squawk Box may be numbered. There may a role to play pushing back against anti capitalist/market narratives, but his arguments to me are increasingly factually incorrect or logically incoherent.
May 24, 2025 at 5:55 PM
Judging by how many ad spots are unpaid “moment of zen”, I’m hoping Joe Kernan’s MAGA apologist days on Squawk Box may be numbered. There may a role to play pushing back against anti capitalist/market narratives, but his arguments to me are increasingly factually incorrect or logically incoherent.
Large lots were only really found near 5 of the 26 stations I looked at. I guess these are all near you, so that may lead to your perception.
May 22, 2025 at 3:29 PM
Large lots were only really found near 5 of the 26 stations I looked at. I guess these are all near you, so that may lead to your perception.
Respectfully, I have looked at all 360,000 Fairfield County lots, and very few 4 acre lots are a 12 minute walk to an MNR station. redwallanalytics.com/2025/01/16/t...
May 22, 2025 at 3:21 PM
Respectfully, I have looked at all 360,000 Fairfield County lots, and very few 4 acre lots are a 12 minute walk to an MNR station. redwallanalytics.com/2025/01/16/t...
This data/discussion would be enhanced by distinguishing parking which is MNR from general street/shopping lots. In my town, more than half of the parking highlighted is MNR, lightly used since Covid. Before stomping heavily on the ¼ ac lot neighborhoods nearby, reimagining these makes since to me.
May 20, 2025 at 12:31 PM
This data/discussion would be enhanced by distinguishing parking which is MNR from general street/shopping lots. In my town, more than half of the parking highlighted is MNR, lightly used since Covid. Before stomping heavily on the ¼ ac lot neighborhoods nearby, reimagining these makes since to me.
This is a more persuasive approach than we have seen so far. I think the knee jerk opposition to density would melt away with the opportunity to lower mill rates.
May 18, 2025 at 12:19 PM
This is a more persuasive approach than we have seen so far. I think the knee jerk opposition to density would melt away with the opportunity to lower mill rates.
It would be interesting to see Anglosphere markets in local currencies. I think then it might shake out on sector mix.
May 18, 2025 at 12:01 PM
It would be interesting to see Anglosphere markets in local currencies. I think then it might shake out on sector mix.
Correct me if I’m wrong, but I think this applies to all non US stocks, and the strengthening $ is part of it, so may look different priced in Euro or local currencies.
May 18, 2025 at 11:33 AM
Correct me if I’m wrong, but I think this applies to all non US stocks, and the strengthening $ is part of it, so may look different priced in Euro or local currencies.
Higher savings rates seem not necessarily to lead to much lower household debt (Germany aside). Household debt has been declining in many countries as the public debt rose. cdn.statcdn.com/Infographic/...
May 14, 2025 at 11:23 AM
Higher savings rates seem not necessarily to lead to much lower household debt (Germany aside). Household debt has been declining in many countries as the public debt rose. cdn.statcdn.com/Infographic/...
An alternate view, I’d be curious for and inforrmed summary of which is closer to correct. www.sustainabilitybynumbers.com/p/carbon-foo...
What's the carbon footprint of using ChatGPT?
Very small compared to most of the other stuff you do.
www.sustainabilitybynumbers.com
May 8, 2025 at 8:12 PM
An alternate view, I’d be curious for and inforrmed summary of which is closer to correct. www.sustainabilitybynumbers.com/p/carbon-foo...
What’s old is new again for the Erdogan and the CBRT
May 4, 2025 at 5:27 PM
What’s old is new again for the Erdogan and the CBRT
The two sides debate to stalemate in CT - pro zoning reformers talk middle housing and bring lumbering legislation which doesn’t seem directed at that. Con side is against everything but would probably love opportunity to downsize into dense walkable areas or have their kids live affordably nearby.
May 3, 2025 at 4:58 PM
The two sides debate to stalemate in CT - pro zoning reformers talk middle housing and bring lumbering legislation which doesn’t seem directed at that. Con side is against everything but would probably love opportunity to downsize into dense walkable areas or have their kids live affordably nearby.
This is it, you rightly highlight the percent of land in central districts taken up by parking. In Stamford &Greenwich, more than half of this may be MNR lots which are underutilized post covid and heavily consumed by oversized vehicles for nominal annual fees.
April 28, 2025 at 12:25 PM
This is it, you rightly highlight the percent of land in central districts taken up by parking. In Stamford &Greenwich, more than half of this may be MNR lots which are underutilized post covid and heavily consumed by oversized vehicles for nominal annual fees.